Bridgeport, WV – February 20, 2025 – Beacon Wealth Management is proud to announce that John Halterman has qualified for the prestigious 2025 Circle of Excellence, an esteemed recognition awarded by Cambridge Investment Research, Inc. (Cambridge). This achievement highlights John’s exceptional leadership, unwavering commitment to client success, and dedication to Cambridge’s core values of integrity, commitment, flexibility, and kindness.
The Circle of Excellence is Cambridge’s highest-level distinction, honoring financial professionals who exemplify an independent, service-driven mindset while prioritizing the financial well-being of their clients. This elite recognition not only celebrates industry leadership but also provides exclusive opportunities for top wealth professionals to engage with fellow experts, refine their skills, and explore innovative financial strategies.
John Halterman has dedicated his career to helping clients achieve their financial goals and secure their financial futures. His passion for financial planning and wealth management is evident in his personalized approach, ensuring that every client receives the highest level of service and expertise.
“At Beacon Wealth Management, we see our clients as family, and we are committed to providing the guidance and support they need to navigate their financial journeys,” said Halterman. “Being recognized by Cambridge in the Circle of Excellence is truly an honor, and it reflects our unwavering dedication to putting our clients first.”
Beacon Wealth Management remains committed to empowering clients with financial confidence and personalized strategies. The firm extends its gratitude to its clients for their continued trust and partnership, reinforcing the core philosophy of prioritizing client success above all else.
For more information about John Halterman and Beacon Wealth Management, please visit bwmwv.com.
About John Halterman
John Halterman, the founder and owner of Bridgeport-based Beacon Wealth Management, is a seasoned wealth advisor known for his innovative approaches to wealth management. With more than three decades of experience, he has built a reputation as a thought leader, speaker, and mentor in the industry.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
